Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in GHI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 565K | $3.9M | +69.3% | 2.399% | 0.03% |
| 2 | MORGAN STANLEY | 424K | $2.1M | -28.0% | 1.798% | 0.00% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 169K | $832K | +52.4% | 0.717% | 0.00% |
| 4 | RAYMOND JAMES FINANCIAL INC | 162K | $795K | -27.6% | 0.686% | 0.00% |
| 5 | ROYAL BANK OF CANADA | 139K | $686K | -47.5% | 0.592% | 0.00% |
| 6 | BLUEFIN CAPITAL MANAGEMENT, LLC | 103K | $508K | — | 0.438% | 0.06% |
| 7 | CITADEL ADVISORS LLC | 71K | $348K | — | 0.300% | 0.00% |
| 8 | STIFEL FINANCIAL CORP | 48K | $238K | 0.0% | 0.205% | 0.00% |
| 9 | Samalin Investment Counsel, LLC | 44K | $216K | +43.4% | 0.186% | 0.08% |
| 10 | ASHTON THOMAS SECURITIES, LLC | 25K | $124K | — | 0.107% | 0.02% |
| 11 | UBS Group AG | 20K | $99K | -30.7% | 0.085% | 0.00% |
| 12 | Corient Private Wealth LLC | 20K | $97K | +91.0% | 0.084% | 0.00% |
| 13 | WELLS FARGO & COMPANY/MN | 19K | $95K | -41.1% | 0.082% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 17K | $83K | -31.5% | 0.072% | 0.00% |
| 15 | Kestra Advisory Services, LLC | 17K | $82K | +45.2% | 0.071% | 0.00% |
| 16 | INTEGRITY ALLIANCE, LLC. | 17K | $81K | 0.0% | 0.070% | 0.00% |
| 17 | Cetera Investment Advisers | 14K | $69K | -0.5% | 0.060% | 0.00% |
| 18 | Advisory Advocates, LLC | 13K | $64K | — | 0.055% | 0.03% |
| 19 | Gladstone Institutional Advisory LLC | 10K | $51K | 0.0% | 0.044% | 0.00% |
| 20 | STEPHENS INC /AR/ | 10K | $50K | 0.0% | 0.043% | 0.00% |
| 21 | Abel Hall, LLC | 10K | $49K | — | 0.042% | 0.01% |
| 22 | ADVISOR GROUP HOLDINGS, INC. | 10K | $48K | -19.9% | 0.041% | 0.00% |
| 23 | Advisory Services Network, LLC | 6K | $32K | — | 0.027% | 0.00% |
| 24 | IFG Advisory, LLC | 4K | $22K | — | 0.019% | 0.06% |
| 25 | JONES FINANCIAL COMPANIES LLLP | 4K | $19K | — | 0.017% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GHI — a direct measure of their conviction.
Filings activity in GHI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 37 | 16% | 8.82% | 3.83 pp | $11M | 30% |
| Q4 2025 | 44 | 4.3% | 12.65% | 3.26 pp | $15M | 20% |
| Q3 2025 | 46 | 12% | 15.91% | 3.19 pp | $19M | 17% |
| Q2 2025 | 52 | +2.0% | 19.10% | 0.59 pp | $23M | 3.0% |
| Q1 2025 | 51 | 8.9% | 19.69% | +3.38 pp | $24M | +21% |
| Q4 2024 | 56 | +1.8% | 16.31% | 5.97 pp | $20M | 27% |
| Q3 2024 | 55 | 3.5% | 22.28% | 1.36 pp | $27M | 5.8% |
| Q2 2024 | 57 | — | 23.64% | — | $29M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying GHI stock.
Based on Q1 2026 13F filings, institutional ownership of Greystone Housing Impact Investors LP stands at 8.8%, held across 37 reporting institutions.
Equitable Holdings, Inc. is the largest reported institutional holder of GHI, with approximately 565,293 shares worth $0.00B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of GHI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for GHI is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
10 institutions opened new positions in GHI during Q1 2026, while 17 fully exited. 5 added to existing positions and 22 trimmed.
GHI institutional ownership fell by 3.83 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 90.8% of all reported 13F value in GHI, and the top 25 account for 99.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Greystone Housing Impact Investors LP (GHI) Institutional Ownership